New Module-Level Actions¶

PULSE Dashboard now provides a set of actions that operate on an entire module at once. Previously, refresh, save, share, publish, reset, and load operations were only available against a single reporting tab — managing a complete module (Executive, Financial, Customer Service, Sales & Marketing, Inventory, Purchasing, Production, MRP, or Analytical Dashboard) required performing those operations one tab at a time, or using indirect paths through other parts of the program.

This release introduces five new module-level actions that act on every reporting tab inside a module as a single unit.

Refresh Module¶

Refreshes the data on every reporting tab in the module in one step, without having to open each tab individually. Only tabs configured to refresh with the module are included, so tabs you've intentionally excluded from bulk refresh are left alone.

This is particularly useful first thing in the morning, after a database refresh, or any time you need to bring an entire functional area (your full Customer Service module, for example) up to date at once.

Reset Module to Default Settings…¶

Restores a module's reporting tabs to the original default set distributed with PULSE Dashboard. The reset is comprehensive: tabs you've added that aren't part of the default set are removed, default tabs that are missing are added back, existing tabs that match a default by name are reset to their default contents, and tab order is restored.

If your company has its own customized defaults configured, PULSE Dashboard asks whether to use your company's defaults or the original Leahy Consulting defaults. You can also cancel from this prompt if you change your mind.

A confirmation step is required before the reset proceeds, since the action replaces the module's current contents.

Saves an entire module — all its reporting tabs and their contents — to a single file. The resulting file can be shared with another user, archived as a backup before making significant changes, or kept as a personal snapshot of a known-good configuration.

This complements the existing per-tab Save and Share by working at the module level, so you no longer need to save tabs one at a time when you want to capture a complete module.

Publish Module…¶

Sends an entire module to other PULSE Dashboard users through the standard publishing mechanism. Recipients receive the published module the next time they refresh PULSE Dashboard, with no additional steps required on their end.

This is the module-level counterpart to the existing per-tab Publish action and uses the same delivery mechanism, so anyone administering published content will find the workflow familiar.

Load Module from File…¶

Loads a previously saved module file (.pmod) and replaces the current module's reporting tabs with its contents. This is the receiving side of Save and Share Module… — once a module has been saved to a file, any user can load it into the corresponding module on their own installation.

A confirmation step is required before the load proceeds, since loading replaces the module's current contents. If you may want to revert, save the current state with Save and Share Module… first.

How to access the new actions¶

The five actions are reached by right-clicking the header of a module tab. Until now, right-clicking a module tab header had no effect; that gesture is what opens the new menu.

When you right-click a module tab header, a menu appears with the five actions described above. The name of the module you right-clicked is shown at the top of the menu so you can confirm exactly which module you are about to act on — useful when working quickly across several modules.

Permissions and lock-down behavior¶

Refresh Module is always available, since refreshing data is not considered a settings change.
Reset Module to Default Settings…, Save and Share Module…, Publish Module…, and Load Module from File… are disabled when the user-settings lock is active, in line with the rest of the application's behavior in locked-down environments.
Publish Module… additionally requires Publisher mode, matching the existing rule for the per-tab Publish action.

Reset and Load are destructive

Reset Module to Default Settings… and Load Module from File… both replace the current contents of the module. PULSE Dashboard asks for confirmation before making either change. If your current configuration is worth keeping, use Save and Share Module… first to create a backup file.

Right-click on individual reporting tabs is unchanged

The existing right-click menu on individual reporting tabs (move tab, clone tab, delete tab, save and share tab, and so on) continues to work exactly as before. The new menu applies only to the outer module tab headers, and the per-tab actions remain available where they always have been.